See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,708 | $59,805-68.7% | $79,550-76.5% | $68,494-72.7% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.5%+2.5pp | 67.9%+4.1pp |
| Annual return | -20.34% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,187 | $1,505+45.3% | $2,413-9.4% | $2,596-15.8% |
| Participant deferral / active EE | $3,050 | $3,024+0.8% | $3,985-23.5% | $4,027-24.3% |
| Admin fee / account holder | $3,513 | $4,835-27.3% | $6,832-48.6% | $5,403-35.0% |